Portfolio (Quarterly)
Guide ↗
Oakmont Advisory Group, LLC
· CIK 0002115370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | MBB | ISHARES TR | — | 242.0 | $23K | 0.02% | NEW | — | $94.47 | -1.0% |
| 242 | — | ISHARES TR | — | 378.0 | $23K | 0.02% | NEW | — | $60.28 | — |
| 243 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 659.0 | $22K | 0.02% | NEW | — | $33.29 | +36.1% |
| 244 | BA | BOEING CO | Industrials | 100.0 | $22K | 0.02% | NEW | — | $216.47 | -3.0% |
| 245 | ADI | ANALOG DEVICES INC | Technology | 54.0 | $21K | 0.02% | NEW | — | $398.07 | -5.9% |
| 246 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 101.0 | $21K | 0.02% | NEW | — | $211.17 | +15.8% |
| 247 | AOR | ISHARES TR | — | 306.0 | $21K | 0.02% | NEW | — | $69.52 | +0.9% |
| 248 | VTI | VANGUARD INDEX FDS | — | 57.0 | $21K | 0.02% | NEW | — | $368.68 | +3.2% |
| 249 | DFAE | DIMENSIONAL ETF TRUST | — | 521.0 | $21K | 0.02% | NEW | — | $40.18 | -0.4% |
| 250 | GOOG | ALPHABET INC | — | 59.0 | $21K | 0.02% | NEW | — | $354.27 | — |
| 251 | ORI | OLD REP INTL CORP | Financial Services | 508.0 | $21K | 0.02% | NEW | — | $40.91 | +3.3% |
| 252 | QQQM | INVESCO EXCH TRADED FD TR II | — | 66.0 | $20K | 0.02% | NEW | — | $303.30 | -2.1% |
| 253 | IXUS | ISHARES TR | — | 208.0 | $20K | 0.02% | NEW | — | $95.34 | +3.0% |
| 254 | CI | THE CIGNA GROUP | Healthcare | 72.0 | $20K | 0.02% | NEW | — | $274.82 | +1.0% |
| 255 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 48.0 | $20K | 0.02% | NEW | — | $411.62 | -4.0% |
| 256 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 329.0 | $20K | 0.02% | NEW | — | $59.94 | +2.3% |
| 257 | MSTR | STRATEGY INC | Technology | 223.0 | $19K | 0.02% | NEW | — | $86.98 | +58.0% |
| 258 | AGG | ISHARES TR | — | 195.0 | $19K | 0.02% | NEW | — | $98.91 | -1.1% |
| 259 | BKCI | BNY MELLON ETF TRUST | — | 355.0 | $19K | 0.02% | NEW | — | $53.92 | +1.0% |
| 260 | SPHB | INVESCO EXCH TRADED FD TR II | — | 122.0 | $19K | 0.02% | NEW | — | $155.61 | -3.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
26.6%
Technology
21.3%
Healthcare
17.9%
Consumer Defensive
10.0%
Industrials
7.2%
Consumer Cyclical
6.3%
Communication Services
5.2%
Energy
2.8%
Real Estate
1.4%
Basic Materials
1.3%